Account Type******** ********Account Owner***** ****Account Opps/Deals***** *******Closed Won • Jan 25**K $Closed
******** ***Worked in execs roles at *** together from 2021-2024*** *****Worked in the same department at *** together from 2021-2024
Gradient Securities LlcInvestment Advisor Representative / Registered Representative Jul 18 - PresentTransamerica Financial Advisors IncInvestment Advisor RepresentativeMay 17- Jul 18ValicFinancial AdvisorApr 13- May 17
Deondre ThompsonAssociate Financial AdvisorView Profile, Deondre ThompsonBenjamin RosenCorporate AssociateView Profile, Benjamin RosenEric KingeryInvestment AnalystView Profile, Eric Kingery